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FINANCIAL PLANNING | INVESTMENT MANAGEMENT | TAX OPTIMIZATION | TAX PREPARATION

TRUST. AT BOGART WEALTH
THERE IS NO QUESTION.

When it’s time to plan for retirement, transfer your wealth to the next generation, or investigate your best options, you should ask tough questions.
We believe the answer is Bogart Wealth.

Customized
Financial Planning

Our financial planning services representatives take a highly customized approach to working with each client – taking the time to understand your complete financial picture, hearing about your opportunities and concerns and learning about your aspirations for yourself and your family.

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We Believe the answer is Bogart wealth

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Are their recommendations based purely on what’s best for you?

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Do they offer you insight, experience, available option – or just sell to you to serve their bottom line?

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Do giant financial firms really serve your interests?

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Ever question the loyalty of your advisors?

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Are their recommendations based purely on what’s best for you?

Schedule a WealthCoaching Session

WHY RIA?

Our independence means your interests are placed above all else.

We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. 

WHY BOGART

Are Your Dreams Unique?

Our family, now in its fourth decade of advising successful executives, entrepreneurs and families, understands that every situation is different. Our approach is to fully understand your dreams — not just your “risk profile” — and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.

LATEST INSIGHTS

Take a look at the latest insights straight from our resource center. 

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Investment Management

How to Build a Bond Portfolio

Just as with any investment type, diversification is key to building a strong bond portfolio. …

Read More →
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Investment Management

What is a Floating Rate Fund?

Floating rate funds have gained popularity over the years as opportunities for investors to increase …

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Education Planning

New College Costs for 2020-2021 School Year

Because many residential colleges shifted to an online model this year, the College Board estimated 2020-2021 room and board figures to be the same as 2019-2020, adjusted for a 1% inflation rate.

Read More →
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Investment Management

What is a Commingled Fund?

Financial planning is rarely straightforward. With an impressive variety of investment choices, extensive research is …

Read More →

Are you looking for independent advice?

Is Bogart right for me?

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